MFS Blended Research Mid Cap Equity Fund C
BMSDX
NASDAQ
| Weiss Ratings | BMSDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | BMSDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | James C. Fallon (9), Matthew W. Krummell (9), Jonathan W. Sage (9), 3 others | |||
| Website | http://www.mfs.com | |||
| Fund Information | BMSDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Blended Research Mid Cap Equity Fund C | |||
| Category | Mid-Cap Blend | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Equity-Income | |||
| Inception Date | Aug 19, 2016 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | BMSDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | BMSDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.57% | |||
| Asset Allocation | BMSDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.10% | |||
| Stock | 98.91% | |||
| U.S. Stock | 95.29% | |||
| Non-U.S. Stock | 3.62% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | BMSDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -2.40% | |||
| 30-Day Total Return | -8.21% | |||
| 60-Day Total Return | -6.15% | |||
| 90-Day Total Return | -3.40% | |||
| Year to Date Total Return | -2.54% | |||
| 1-Year Total Return | 7.97% | |||
| 2-Year Total Return | 10.14% | |||
| 3-Year Total Return | 39.98% | |||
| 5-Year Total Return | 44.00% | |||
| Price | BMSDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | BMSDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $14.19 | |||
| 1-Month Low NAV | $14.19 | |||
| 1-Month High NAV | $15.44 | |||
| 52-Week Low NAV | $11.73 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $15.64 | |||
| 52-Week High Price (Date) | Feb 10, 2026 | |||
| Beta / Standard Deviation | BMSDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.13 | |||
| Standard Deviation | 15.63 | |||
| Balance Sheet | BMSDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 2.56B | |||
| Operating Ratios | BMSDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.59% | |||
| Turnover Ratio | 58.00% | |||
| Performance | BMSDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 20.26% | |||
| Last Bear Market Total Return | -13.77% | |||